Frequently Asked Questions

Yes, I proudly carry the CFP® designation. Anyone can call themselves a financial advisor. Only those who have met the standard of excellence in financial planning can call themselves a CFP® professional. We adhere to strict ethical standards that place our clients’ interest above all else. We have also met rigorous educational, examination, and experience requirements. Learn more at CFP.NET

Maybe you don’t! But if you’re a creator then you want to create. Having someone else to handle your financial situations that arise can be freeing. You’ve made it this far and you want to make sure you don’t go backwards financially. A good Financial Planner can also empower you to make educated decisions. If you think you could make a costly mistake then perhaps hiring a professional is the right move for you.

Other “Advisors” care about their commissions and sales. I care about you and ONLY what is best for you. I don’t receive commissions nor do I sell. If your situation involves scenarios where I feel someone else can give you better service then I’m happy to make that introduction. We can part ways as friends if it means you’re being taken care of properly.

Secondly, I understand screenwriters/directors and can speak your language. I offer a unique set of skills that other planners wouldn’t understand.

I also know the unique circumstances that come with having unpredictable income. I’ve been there. That feeling of not knowing where (or if) the next job might come is something I’ve experienced as well. On the other hand, suddenly experiencing a big payday also offers many different opportunities that can seem overwhelming.

Yes. If you’re in the Entertainment Industry, or if your situation is similar to those in the Industry such as having a variable income career, then I’d be happy to talk to you. There’s a good chance that I’ll be able to address your personal situation. If I’m unable to then I can make an introduction to another planner who might be better suited.

Yes. I am fee-only and do not get paid by selling life insurance, annuities, mutual funds, or any other financial product. My only compensation comes from providing services to you. You pay me a monthly subscription (for on-going services). No products. No BS. CLICK HERE to learn more about my Process and Fees.

Yes. I will ALWAYS put your best interests ahead of my own. Fiduciary duty means a financial advisor acts in the best interests of the client at all times when providing financial advice and financial planning. CFP® professionals commit to the CFP® Board to act as fiduciary.

Absolutely. Although I’d love to eventually meet you in-person there’s no obligation. The meeting arrangements are up to you. I’m also 100% paper-free. All documents are uploaded to a secure vault and signatures are retrieved via a safe, e-signature program. Your information is confidential.

I believe that Financial Planning is a process. While the initial Plan may only take a few weeks to complete, having a professional by your side to guide you through the different life events that will happen along the way is incredibly important to your financial success. That’s why I would like to commit to at-least a one-year engagement with each client. I understand that your needs may change and you’re free to leave at anytime. But I hope you can make that one-year commitment with me.

HOWEVER! It can also take as little as three months. I encourage you to check out the PROCESS & FEES page for more information.

I enjoy working with those in the Entertainment Industry. It’s a world I’m familiar with and understand. It’s a place for collaboration and mutual respect. So is Fade In Financial.

Screenwriters/directors are a group of incredibly talented people who have been grossly underserved by the Financial industry. I want to change that.

If you’re not a screenwriter or director but face similar financial situations then we might be a good fit. If you’d like to be part of a collaboration and mutual respect then I’d love to talk to you!

If you don’t have any money to invest that’s fine! That could be something we work toward. If you do have an investment account(s), then there may be a requirement for me to manage a portion of it.